The Federal Reserve raised its policy rate by 0.25% to 3.75-4%, marking the first hike since July 2023 amid a backdrop of restrictive monetary policy and supportive fiscal measures. This higher-for-longer rate outlook, with no cuts expected through 2027, creates tension impacting trust in the USD and US economy. Despite potential further tightening due to fiscal stimulus and energy shocks, S&P 500 earnings remain resilient, and the market has largely priced in these policy conflicts at about 19x forward P/E. The author remains fully invested in equities, viewing them as better than bonds in a trust crisis, and would consider adding on an 8% market correction.
The Federal Reserve's recent 0.25% rate hike and its impact on the S&P 500 provide context for Pluang's Financials-sector snapshot. For readers following Financials, here is Pluang's market snapshot as of Sep 17, 2026 19:12 WIB: out of 74 priced US Financial stocks, 67 rose and 5 fell. Among movers, SOFI rose 2.26% to USD 17.22 with 86% of orders selling, LMND gained 2.18% at USD 49.63 with a typical hold time of 26 days, while BX increased 2.06% to USD 125.99 with 100% buy orders and a 95-day hold time.
Fluence Energy's stock price target was cut sharply from $15.00 to $4.00 by RBC Capital analyst Christopher Dendrinos after the company slashed its 2026 revenue forecast from $3.00 billion to $2.40 billion. The company now expects an adjusted EBITDA ...
Regency Centers reported solid Q2 2026 results with Funds From Operations (FFO) at $1.21 per share and a 3.8% growth in same-property Net Operating Income (NOI). The company raised its full-year guidance, signaling confidence in continued growth. Reg...
Ciena reported a 37% revenue increase to $1.67 billion and a 215% rise in adjusted EPS to $2.11 in its fiscal third quarter, driven by strong demand from AI and cloud infrastructure. The company is well positioned to benefit from the AI networking ma...
Maureen Gellerman, Chief Human Resources Officer at Five Below, sold 1,610 shares of the company, generating $401,000 from the transaction. This insider sale may indicate personal financial planning or portfolio rebalancing but does not necessarily r...
ON Semiconductor is focusing on advanced power-density technologies for AI data centers and electric vehicles, aiming for $2.5 billion revenue from AI alone by 2030. Despite a Neutral rating from UBS, the company introduced its Embedded Power Platfor...
